Client Solutions Associate

at  Gallagher

Introduction:
Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher’s global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you’ll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we’ll build a legacy of trust and triumph in the dynamic world of risk management.
We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.
How you’ll make an impact:

The purpose of this role is to provide administrative and technical service support to a team of Client Solutions Managers. The successful candidate will demonstrate the ability to work confidently in a fast-paced environment, and will be an effective communicator with both clients and staff.

• Set up and maintain client files
• Process endorsements mid-term changes to policy
• Request and/or process new business and renewals
• Request all Invoicing, binders and cover letters
• Prepare certificates of insurance and complete post placement checklist with sign off from CSM Invoicing and completing premium financing contracts
• Prepare and distribute automobile pink slips as required
• Handle accounting activities for team
• Claims – responsible for reporting claims and f/u for adjuster contact information (where claims support does not exist)
• Insurance Company portals – access various Insurance Company portals to obtain insurance policy documents.
• Prepare and maintain schedules of insurance and check policy documents for accuracy

About you:

• Excellent computer skills, MS Excel, MS Word, MS PowerPoint
• Extremely well organized & able to meet deadlines
• Accurate and detail oriented
• Ability to work well with team and others
• RIBO license an asset but not mandatory

Compensation and benefits:
On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.

Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:

• Flexible medical & dental coverage to meet your household’s needs
• Life, Dependent Life and AD & D Insurance options
• Retirement savings including RRSP including a company match, TFSA, pension and more
• Employee Stock Purchase Plan

• Set up and maintain client files
• Process endorsements mid-term changes to policy
• Request and/or process new business and renewals
• Request all Invoicing, binders and cover letters
• Prepare certificates of insurance and complete post placement checklist with sign off from CSM Invoicing and completing premium financing contracts
• Prepare and distribute automobile pink slips as required
• Handle accounting activities for team
• Claims – responsible for reporting claims and f/u for adjuster contact information (where claims support does not exist)
• Insurance Company portals – access various Insurance Company portals to obtain insurance policy documents.
• Prepare and maintain schedules of insurance and check policy documents for accurac